Purchases and Sales Made in Q3 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2024. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.9K- 15.24% |
$207K - $260K
|
21.7K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3.92K- 46.54% |
$208K - $261K
|
4.5K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.24K- 3.09% |
$225K - $282K
|
133K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.26K- 3.63% |
$225K - $283K
|
113K
$6.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.44K- 5.56% |
$235K - $296K
|
75.4K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.48K- 3.85% |
$237K - $298K
|
112K
$6.08M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.79K- 2.7% |
$254K - $319K
|
173K
$9.37M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.08K- 5.68% |
$269K - $338K
|
84.3K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.09K- 27.13% |
$270K - $339K
|
13.7K
$742K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-5.35K- 19.6% |
$283K - $356K
|
22K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.77K- 1.8% |
$306K - $384K
|
314K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.89K- 14.7% |
$312K - $392K
|
34.2K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5.95K- 71.97% |
$315K - $396K
|
2.32K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.74K- 2.91% |
$357K - $449K
|
225K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.8K- 15.62% |
$360K - $453K
|
36.7K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7.17K- 24.26% |
$380K - $477K
|
22.4K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.2K- 12.02% |
$382K - $480K
|
52.7K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.54K- 6.74% |
$399K - $502K
|
104K
$5.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.93K- 9.05% |
$420K - $528K
|
79.7K
$4.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.95K- 36.34% |
$421K - $529K
|
13.9K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.64K- 16.64% |
$458K - $575K
|
43.3K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8.72K- 36.78% |
$462K - $581K
|
15K
$814K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.92K- 42.4% |
$473K - $594K
|
12.1K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-9.1K- 19.38% |
$482K - $606K
|
37.8K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-10K- 5.73% |
$530K - $666K
|
165K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-10.3K- 70.13% |
$548K - $689K
|
4.41K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-11.6K- 20.25% |
$615K - $773K
|
45.7K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.4K- 31.27% |
$655K - $823K
|
27.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-12.4K- 70.13% |
$656K - $825K
|
5.28K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.7K- 10.93% |
$675K - $848K
|
104K
$5.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.9K- 3.06% |
$686K - $862K
|
410K
$22.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13.6K- 5.6% |
$723K - $908K
|
230K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14.2K- 52.99% |
$752K - $945K
|
12.6K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15K- 7.02% |
$792K - $996K
|
198K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-15K- 80.84% |
$796K - $1M
|
3.56K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-15.1K- 51.99% |
$802K - $1.01M
|
14K
$758K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.6K- 8.48% |
$826K - $1.04M
|
168K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-17.2K- 95.91% |
$913K - $1.15M
|
735
$39.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17.6K- 20.04% |
$931K - $1.17M
|
70.1K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-18.4K- 3.17% |
$977K - $1.23M
|
564K
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.5K- 75.99% |
$980K - $1.23M
|
5.85K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-20.6K- 17.93% |
$1.09M - $1.37M
|
94.3K
$5.12M
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-21.1K- 35.5% |
$1.12M - $1.4M
|
38.3K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-25.4K- 29.78% |
$1.35M - $1.69M
|
59.9K
$3.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25.4K- 12.2% |
$1.35M - $1.69M
|
183K
$9.93M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-29K- 8.16% |
$1.54M - $1.93M
|
327K
$17.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29.7K- 54.75% |
$1.57M - $1.98M
|
24.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-34.3K- 31.0% |
$1.82M - $2.28M
|
76.4K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-39.8K- 31.21% |
$2.11M - $2.65M
|
87.7K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.3K- 45.26% |
$2.35M - $2.95M
|
53.6K
$2.91M
|